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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$4.08M -$511K -8,463 -12%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.07M -$371K -6,145 -9%
EH
28
Equitable Holdings
New York
$3.98M -$332K -5,500 -8%
SPIA
29
Steward Partners Investment Advisory
New York
$3.5M -$203K -3,357 -6%
Prudential Financial
30
Prudential Financial
New Jersey
$3.23M +$64.3K +1,065 +2%
SWM
31
SigFig Wealth Management
California
$3.15M -$180K -2,982 -6%
Goldman Sachs
32
Goldman Sachs
New York
$3.12M +$2.32M +38,395 +340%
EFG
33
Elios Financial Group
Ohio
$2.93M +$2.82M +46,679 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.83M -$165K -2,726 -6%
Cerity Partners
35
Cerity Partners
New York
$2.82M +$60 +1 +0%
MOS
36
MGO One Seven
Ohio
$2.6M -$201K -3,329 -7%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.58M -$238K -3,938 -9%
DAS
38
Diversify Advisory Services
Utah
$2.19M -$255K -4,217 -11%
ACA
39
Aptus Capital Advisors
Alabama
$2.15M -$163K -2,700 -7%
PWM
40
Perigon Wealth Management
California
$2.1M +$160K +2,647 +9%
WA
41
Wealth Alliance
New York
$2.03M -$303K -5,013 -13%
APW
42
Austin Private Wealth
Texas
$1.94M -$92.8K -1,537 -5%
MPW
43
MA Private Wealth
California
$1.9M +$11.1K +183 +0.6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.88M -$956K -15,824 -35%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.81M +$312K +5,166 +22%
OPS
46
Orion Portfolio Solutions
Nebraska
$1.81M +$312K +5,166 +22%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.62M +$48.1K +797 +3%
RIA
48
Regal Investment Advisors
Michigan
$1.53M -$66.2K -1,096 -4%
AAS
49
Avantax Advisory Services
Texas
$1.51M -$132K -2,182 -8%
Citadel Advisors
50
Citadel Advisors
Florida
$1.4M +$1.34M +22,252 New